Estate Planning

Estate Planning


Family Home
  • No matter how large or how modest; you can't take it with you. 

Leaving Your Legacy
  • Your Will is only a part of your Estate Plan; not the entire plan.   Without an estate plan, the courts will often decide who gets your assets, a process that can take years and can get ugly. 
                                               
                                How to Strategize Your Estate Plan​
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  1. Premium Financing
    Through premium financing, you can borrow funds to pay for policy premiums. This strategy will aid in obtaining life insurance and minimize out-of-pocket costs to preserve capital. 
  2. IRA Wealth Transfer
    Shifting assets to purchase permanent life insurance, can help you reach your retirement and wealth transfer wishes.
  3. Survivorship Standby Trust
    Looking for flexibility and control within the framework of a single plan? A Survivorship Standby Trust (SST) strategy accommodates two objectives: estate liquidity and lifetime income.
  4. Multigenerational Legacy Planning
    Controlling your assets will be essential to building a foundation of a lasting legacy for generations to come.
  5. Building Your Estate
    This concept underscores the importance and core benefits of estate planning. A proper estate plan is key to building wealth, preserve assets, and creating a tax-efficient pathway for wealth transfer.
  6. Protecting Your Estate
    A holistic approach to Estate Planning by instituting proper safeguards to protect loved ones, assets and the estate you've spent a lifetime building will provide you with reassurance your family will be protected for generations to come. 
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5050 Quorum Dr.
Suite 700
Dallas, TX 75254
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